First Trust Utilities AlphaDEX Fund (FXU)

NYSE · US Equities - Industry Sector · USA

Are the companies inside FXU undervalued?

The companies inside FXU trade 21% below what we estimate they are worth. We could give a verdict on 96% of the fund's weight: 42 holdings as reported to the SEC at 31 Jul 2026.

Where the money is: 33% in companies in the buy zone, 29% about fairly valued, 34% overvalued, 4% without a verdict.

What does FXU hold?

The ten largest holdings, with our verdict on each:

How much does the FXU fee cost?

Its expense ratio is 0.61% a year: on $10,000 held flat that is $610 over 10 years and $1,220 over 20.

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